MFA

Mayflower Financial Advisors Portfolio holdings

AUM $796M
1-Year Est. Return 19.61%
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$621M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.65M
3
+$2.53M
4
LLY icon
Eli Lilly
LLY
+$2.39M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.09M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$872K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$798K

Sector Composition

1 Healthcare 9.08%
2 Technology 8.19%
3 Utilities 7.56%
4 Consumer Discretionary 7.43%
5 Consumer Staples 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$527K 0.08%
2,987
+5
177
$526K 0.08%
3,659
-342
178
$526K 0.08%
16,389
-125
179
$525K 0.08%
13,932
180
$516K 0.08%
2,485
+20
181
$516K 0.08%
5,035
-8
182
$508K 0.08%
21,378
+7,497
183
$507K 0.08%
4,759
+47
184
$499K 0.08%
27,193
-55
185
$493K 0.08%
4,814
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186
$492K 0.08%
33,308
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187
$490K 0.08%
20,492
+1,782
188
$490K 0.08%
10,529
+3,186
189
$488K 0.08%
13,751
+101
190
$487K 0.08%
1,216
191
$485K 0.08%
10,085
+2,729
192
$476K 0.08%
24,000
193
$475K 0.08%
2,344
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194
$473K 0.08%
13,311
+1,634
195
$469K 0.08%
6,637
+1,065
196
$467K 0.08%
4,565
+19
197
$465K 0.07%
13,021
+1,784
198
$465K 0.07%
9,863
-1,009
199
$462K 0.07%
+4,549
200
$459K 0.07%
7,518
+287
6 7
8
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